Introduction
OKLIMA, an EDF subsidiary specializing in carbon offsetting, supports companies in their efforts to reduce and sequester COâ‚‚ emissions through certified projects. With a growing business and a sharp customer segmentation, OKLIMA needed to optimize its business processes and improve the visualization of its data in order to effectively manage its business.
‍
‍
Challenges
- Lack of visibility into sales performance : Lack of clear dashboards and automated exports, forcing the team to reproduce reports manually in Excel.
- Manual lead enrichment : A fine segmentation requiring a lot of time and risking to slow down the qualification process.
- Complex pipeline management : Need to structure two distinct pipelines to better monitor transactions and prioritize opportunities.
- Lack of Training : The team needed support to maximize the use of HubSpot tools (Sales Hub and Marketing Pro).
‍
‍
Solution
- Creating a product catalog : Facilitating transaction management with standardized product data.
- Optimizing commercial pipelines : Restructuring of steps, adding automated workflows and integrating a verification system for continuous monitoring of transactions.
- Customized reports : Design of clear and personalized dashboards allowing fast exports and adapted to the specific needs of OKLIMA.
- Automating the qualification : Implementation of workflows to enrich business data and segment leads automatically.
- Team training : Two sessions dedicated to master HubSpot best practices, workflow creation, and report analysis.
‍
‍
Impacts
- Time saver : Significant reduction in the time spent creating reports manually thanks to automated dashboards that can be exported in one click.‍
- Increased efficiency : Automating lead qualification, allowing the sales team to focus on the most promising prospects.‍
- Structured follow-up : Better visibility on pipelines, offering more accurate monitoring of opportunities and optimal prioritization of tasks.‍
- Increase in skills : A trained and operational team, fully exploiting the advanced functionalities of HubSpot.
‍